+48.8%
SOXL vs FIX
+15.7%
+33.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -1.4% | -9.6% | -8.5% |
| 7D | +26.9% | +9.4% | +17.4% | +10.3% |
| 30D | -47.2% | -27.8% | -19.5% | +2.8% |
| 3M | -59.9% | -35.6% | -24.3% | -3.3% |
| 6M | -68.3% | -45.2% | -23.1% | +21.4% |
| YTD | +38.8% | +19.5% | +19.4% | +76.3% |
| 1Y | +48.8% | +24.2% | +24.6% | +79.8% |
| All | +48.8% | +15.7% | +33.1% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling